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HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $373M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
+14.58%
1 Year Est. Return
+23.42%
3 Year Est. Return
+84.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$373M
AUM Growth
+$56.7M
Cap. Flow
+$16M
Cap. Flow %
4.3%
Top 10 Hldgs %
47.3%
Holding
172
New
23
Increased
57
Reduced
70
Closed
12

Top Buys

Rank Stock Value
1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.24M
2
AVUS icon
Avantis US Equity ETF
AVUS
+$5.99M
3
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$2.71M
4
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$1.66M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.39M

Top Sells

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.72M
2
MSFT icon
Microsoft
MSFT
+$1.18M
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.05M
4
AVSF icon
Avantis Short-Term Fixed Income ETF
AVSF
+$989K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$986K

Sector Composition

Rank Sector Weight
1 Technology 4.99%
2 Healthcare 2.46%
3 Communication Services 1.47%
4 Financials 1.2%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
26
Schwab US Large- Cap ETF
SCHX
$70.9B
$4.08M 1.09%
138,750
-3,297
-2% -$94.1K
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$226B
$4.03M 1.08%
56,614
-92
-0.2% -$6.41K
XLG icon
28
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$3.96M 1.06%
64,645
-4,245
-6% -$259K
NVDA icon
29
NVIDIA
NVDA
$5.01T
$3.5M 0.94%
17,489
+1,717
+11% +$353K
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.32M 0.89%
17,444
+786
+5% +$134K
IVV icon
31
iShares Core S&P 500 ETF
IVV
$876B
$2.66M 0.71%
3,548
+1,051
+42% +$765K
PG icon
32
Procter & Gamble
PG
$343B
$2.38M 0.64%
16,232
– –
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$2.37M 0.63%
19,889
+519
+3% +$59.3K
GLD icon
34
SPDR Gold Trust
GLD
$131B
$2.24M 0.6%
6,083
-153
-2% -$63.4K
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$39.9B
$2.09M 0.56%
21,624
+1,147
+6% +$110K
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$72.5B
$2.05M 0.55%
14,880
-298
-2% -$39.4K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.91T
$2.02M 0.54%
5,654
+2,173
+62% +$782K
AMZN icon
38
Amazon
AMZN
$2.5T
$2.01M 0.54%
8,437
-3,748
-31% -$941K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.01M 0.54%
2,688
+51
+2% +$37K
SPYM
40
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$1.91M 0.51%
21,750
+4,868
+29% +$415K
DFCF icon
41
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$1.89M 0.51%
44,778
-24,783
-36% -$1.05M
GOOG icon
42
Alphabet (Google) Class C
GOOG
$3.9T
$1.72M 0.46%
4,879
+305
+7% +$109K
IVE icon
43
iShares S&P 500 Value ETF
IVE
$48.9B
$1.63M 0.44%
7,160
-1,360
-16% -$304K
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$654B
$1.55M 0.42%
4,188
+249
+6% +$89K
MSFT icon
45
Microsoft
MSFT
$2.84T
$1.49M 0.4%
3,987
-2,919
-42% -$1.18M
SHY icon
46
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.44M 0.39%
17,560
+703
+4% +$57.8K
IUSB icon
47
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$1.32M 0.35%
28,685
+4,711
+20% +$217K
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.21M 0.32%
20,296
-172
-0.8% -$10.1K
META icon
49
Meta Platforms (Facebook)
META
$1.51T
$1.19M 0.32%
2,120
+50
+2% +$30.6K
BIL icon
50
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$1.17M 0.31%
+12,787
New +$1.17M
1
2
3 4 5

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Hutchens & Kramer Investment Management Group's Q2 2026 Portfolio in Review

As of Q2 2026, Hutchens & Kramer Investment Management Group held 172 positions worth $373M, up 18% from $317M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Hutchens & Kramer Investment Management Group deployed $16M of net new capital in Q2 2026, opening 23 new positions and adding to 57 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 12,787 shares worth $1.17M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, up from 4.6% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $4.72M trimmed.

  • Hutchens & Kramer Investment Management Group's largest Q2 2026 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 12,787 shares worth $1.17M.
  • Hutchens & Kramer Investment Management Group added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2026, an estimated $8.24M increase.
  • Hutchens & Kramer Investment Management Group's biggest Q2 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $4.72M.
  • Hutchens & Kramer Investment Management Group fully exited Avantis Short-Term Fixed Income ETF in Q2 2026, selling an estimated $989K.
  • Hutchens & Kramer Investment Management Group's ten largest holdings make up 47% of its $373M portfolio in Q2 2026.
  • Hutchens & Kramer Investment Management Group opened 23 new positions and closed 12 in Q2 2026.
  • Hutchens & Kramer Investment Management Group's portfolio value rose 18% quarter-over-quarter to $373M.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.